Jay Kapoor
@JayKapoorNYC • 11,087 subscribers
General Partner @VSCVentures | Past: @LaunchCapital @Techstars @NFL @CarnegieMellon | Content: Dirty, Dusty, and Dangerous | 💍: @prer_sing
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Podcasts that celebrate companies scaling from $0 to $50M ARR rarely interrogate *WHAT* internally enabled that hypergrowth. So I did. Genspark hit $50M ARR in <5 months and recently raised at $1.25B valuation led by Joseph Floyd at Emergence Capital In this episode with cofounder/COO Wen Sang: • Why they killed AI search at 5M users • How their agents ship finished work, not drafts • What breaks internally when you grow this fast This episode is a playbook on speed. Link in comments 👇
Jay Kapoor108,413 görüntüleme • 6 ay önce
Just 6 vintage years produced 85% of ALL venture returns since 2000. If you think you can time venture, Noah Lichtenstein came with receipts that'll prove this thinking B.S. Noah Lichtenstein runs Crossover VC a unique fund-of-funds with access to ~800 companies and he has 120+ data points tracked on every one. He's backed 23 managers like immad Yuri Sagalov, Andy Konwinski, Jack Altman who he says, can win with a median fund size of $40M. Emerging manager allocation is now down 81% from 2021. Money flooding to mega funds. Noah thinks that's *exactly* the right time to back operator-led Fund 1s. His math: with 10% entry ownership, a $40M fund has a lot more ways to return 3x than a billion-dollar fund that needs $30B in exits. His hottest take: early-stage funds might produce liquidity faster than growth-stage. $500K at seed, you sell down by Series C. Lead the A and sit on the board? Locked in til IPO. Noah admitted he doesn't do a lot of talk shows or podcasts. But when he shows up, man, he shows up with ALL the data. Full conversation on the new CLIMB. This one you won't want to miss
Jay Kapoor27,707 görüntüleme • 2 ay önce
Entertain. Educate. Energize. That's the storytelling pattern. More than ever, leaders across every industry recognize how much storytelling matters to success. And it’s the same pattern behind every great story that sells, whether it’s F1 Movie, Barbie, celebrities sweating on Hot Ones or your company. Remember: People don’t hate being sold to, they hate being bored. So whether your pitching customers, recruiting "cracked" employees or convincing an investor. Storytelling that sells follows this same pattern. Watch my latest Fast Break to help you fix your Storytelling 👇
Jay Kapoor66,278 görüntüleme • 9 ay önce
Major family offices made 41 direct startup bets last month, almost all AI. We've seen this movie before. Now it looks like we're getting a sequel. Noah Lichtenstein built Crossover VC to have a real data-driven approach and focus on getting top-tier private venture exposure through both up and down cycles His data confirms that just a handful of vintage years produce most of venture's returns, all time. Josh Kopelman made a very similar point recently -- FRC made 90% of its profits in a single 36-month window. Meanwhile the FO allocators who went all-in on 2021 SPVs, went dark on venture in 2022, and are now rushing back into AI because of the Fomo That's not investing. That's gambling with extra steps. You can't time venture. Noah explains why 👇
Jay Kapoor10,697 görüntüleme • 2 ay önce
Daha fazla içerik yok.